Quick Stats

Bid Price - Offer Price -
Mid Price GBX 73.70 Day Change GBX 0.00 (0.00%)
Price Date 26 May 2016 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.95 Fund Size 899,834.33
Launch Date 19/01/2009 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 0.95
ISIN GB00B3BLT614 Min TopUp (£) 500.00

Fund Objective

The fund aims to achieve long-term capital growth by gaining exposure to UK equities, commercial property and fixed interest stocks. The fund will normally operate a broadly equal weighting between the equity and non-equity classes with flexibility to move over and under-weight positions in any asset class to meet market circumstances.

Fund Managers

Matthew Davies
Matthew Davies manages the Fund. Matthew joined SWIP in October 2006 and has 11 years' investment management experience, 7 of which have been gained at SWIP.